See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,286 | $72,492+56.3% | $87,100+30.1% | $72,985+55.2% |
| Participation rate | 61.0% | 72.8%-11.8pp | 76.9%-15.9pp | 69.5%-8.5pp |
| Annual return | 20.89% | 24.46%-3.6pp | 28.19%-7.3pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,847 | $1,894-2.5% | $2,521-26.7% | $2,440-24.3% |
| Participant deferral / active EE | $2,654 | $3,270-18.8% | $4,049-34.5% | $3,607-26.4% |
| Admin fee / account holder | $1,656 | $5,055-67.2% | $7,497-77.9% | $5,124-67.7% |